0
0.0
May 21, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: it's creepy. lisa: frankly, it underscores the creepiness of the entire endeavor area it's not the look they want at a time when people are wondering about intellectual property, including your voice. jonathan: if scar joe wants to catch up with us about this? you are keen? annmarie: i think she will come on area jonathan: did she mention the story when you spoke? annmarie: she did not. jonathan: coming up, fed speak overload. >> we >> need to be patient. we need to sit a while longer. >> is too soon to tell what path inflation is on. jonathan: that coming up next. live from new york, this is mover. -- bloomberg. ♪ jonathan: welcome to the program. equity futures on the essen 500 are just about unchanged, yields coming in after pushing higher over three days, 442.57. fed speak overload this morning. >> we need to be patient and let restrictive policy do the work. >> we need to sit here for a while longer until we figure out where underlying inflation is headed before we jump to oceans. >> it's a
jonathan: it's creepy. lisa: frankly, it underscores the creepiness of the entire endeavor area it's not the look they want at a time when people are wondering about intellectual property, including your voice. jonathan: if scar joe wants to catch up with us about this? you are keen? annmarie: i think she will come on area jonathan: did she mention the story when you spoke? annmarie: she did not. jonathan: coming up, fed speak overload. >> we >> need to be patient. we need to sit a...
0
0.0
May 20, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: that is next. live from new york city, this is bloomberg. ♪ [busy hospital background sounds] this healthcare network uses crowdstrike to defend against cyber attacks and protect patient information. but what if they didn't? [ominous background sounds] this is what it feels like when cyber criminals breach your network. don't risk the health of your business. crowdstrike. we stop breaches. at morgan stanley, old school hard work meets bold new thinking. to help you see untapped possibilities and relentlessly work with you to make them real. to start a business, you need an idea. it's a pillow with a speaker in it! that's right craig. a team that's highly competent. i'm just here for the internets. at&t it's super-fast. reliable. you locked us out?! arrggghh! ahhhh! solution-oriented. [jenna screams] and most importantly... is the internet out? don't worry, we have at&t internet back-up. the next level network. i sold a pillow! jonathan: the sports chat did not stop in the commercial break and it
jonathan: that is next. live from new york city, this is bloomberg. ♪ [busy hospital background sounds] this healthcare network uses crowdstrike to defend against cyber attacks and protect patient information. but what if they didn't? [ominous background sounds] this is what it feels like when cyber criminals breach your network. don't risk the health of your business. crowdstrike. we stop breaches. at morgan stanley, old school hard work meets bold new thinking. to help you see untapped...
0
0.0
May 17, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: the u.s. have made their move, the europeans, can they find actual real consensus and agreement on something like this? dani: you know the answer to that, history suggests the struggle they have in that. but you're good point, where does this overcapacity go? europeans have a huge problem. annmarie: when you look at the biden administration, they are really going to try to goad them to come along. it's going to be push, push, push, like we saw with sanctions on russia, they will be pushing the europeans do more on china. jonathan: in the middle east, a rift is growing in the israeli war cabinet, the defendant minister pushing for a postwar plan for gaza, benjamin netanyahu yet to announce a path forward despite growing international pleasure -- pressure. saying that in the absence of a plan, the result is a new occupation from israel or a resurgence of hamas as we see in the north gaza strip or even a more radical group. judy joins us now for more. you have written about this. you have thought
jonathan: the u.s. have made their move, the europeans, can they find actual real consensus and agreement on something like this? dani: you know the answer to that, history suggests the struggle they have in that. but you're good point, where does this overcapacity go? europeans have a huge problem. annmarie: when you look at the biden administration, they are really going to try to goad them to come along. it's going to be push, push, push, like we saw with sanctions on russia, they will be...
0
0.0
May 16, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: thank you. we've got many things to say about this but here's another point -- if you don't know where to find the sport, it's not good for the sport. i see this and other sports as well and i've settled down withfutbol in this country but when it went to peacock, where are they? when you have to sit there to find again, that's not good for the sport. lisa: if you were a kiddo get your television from youtube and you can find it there, you will not be a fan for those teams. jonathan: it's not good for the sport of all especially when the nfl is doing well at the moment. lisa: they need to capitalize on it, get taylor in and do a special and netflix. jonathan: that's what we like. that annoys a lot of people. there are two can't the don't care and other really do. lisa: ray dalio is a swiftly. jonathan: mohamed el-erian, too. is that what ray thinks? annmarie: she can bring a lot of people together. he said -- she said she would be around it if she has the right people around her. jonathan: what
jonathan: thank you. we've got many things to say about this but here's another point -- if you don't know where to find the sport, it's not good for the sport. i see this and other sports as well and i've settled down withfutbol in this country but when it went to peacock, where are they? when you have to sit there to find again, that's not good for the sport. lisa: if you were a kiddo get your television from youtube and you can find it there, you will not be a fan for those teams. jonathan:...
0
0.0
May 16, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: for nikki haley. libby: i think that's unlikely. jonathan: it is good to see you. coming up shares of walmart rising as the company reported searching sales. michael collins joins us next. this is bloomberg. ♪ i don't want you to move. i'm gonna miss you so much. you realize we'll have internet waiting for us at the new place, right? oh, we know. we just like making a scene. transferring your services has never been easier. get connected on the day of your move with the xfinity app. can i sleep over at your new place? can katie sleep over tonight? sure, honey! this generation is so dramatic! move with xfinity. jonathan: live from new york welcome to the program jobless claims 60 minutes away. futures just about positive by .1% the gnostic 500 on a five day winning streak. unchanged this morning. turn to the bond market we were looking at 5% coming into may and down to 4.75 on the two-year. 10 year at 4.34. lisa: libby cantrill was talking about how we have to care about the deficit but this is a residing cry. the sins were not going to have 5% inflation rate and
jonathan: for nikki haley. libby: i think that's unlikely. jonathan: it is good to see you. coming up shares of walmart rising as the company reported searching sales. michael collins joins us next. this is bloomberg. ♪ i don't want you to move. i'm gonna miss you so much. you realize we'll have internet waiting for us at the new place, right? oh, we know. we just like making a scene. transferring your services has never been easier. get connected on the day of your move with the xfinity app....
0
0.0
May 16, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: why? julian: we have seen this time and again throughout the last decade or two when the enthusiasm around large cap tech gets the way it is and next week will be an interesting time to test that enthusiasm when we get the stars earnings recorded. the discount is extreme, the seasonality around the russell indices is reliable. the sentiment is small caps have been funding short for active managers for two years now. jonathan: the new york fed president speaking, april cpi positive developments is restrictive and we have heard that a few times. you just said maybe no cuts this year and then straight afterwards sent by small caps. what is the relationship between the two? julian: interestingly enough, if you actually don't cut this year, you may in fact hold longer-term yields in stock by remaining with that degree of discipline. when you think about stocks in general, they are much more sensitive to longer-term yields in terms of discounts. lisa: how much is the confusion evaluation story?
jonathan: why? julian: we have seen this time and again throughout the last decade or two when the enthusiasm around large cap tech gets the way it is and next week will be an interesting time to test that enthusiasm when we get the stars earnings recorded. the discount is extreme, the seasonality around the russell indices is reliable. the sentiment is small caps have been funding short for active managers for two years now. jonathan: the new york fed president speaking, april cpi positive...
0
0.0
May 15, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
first of all, jonathan, it is amazing that the victims of this giant bankruptcy are being paid back. i remember talking to a head for lunch a head-hedge fund manager that now looks very smart. >> he does. there are a lot of investors and even retail customers that bought up claims pretty soon after ftx filed bankruptcy i don't -- in november 2020 two. it was trading around $.10 on the dollar. you were saying $.20 on the dollar. now the expectation is most customers will get 118% back above par, incredible. sonali: i am not understanding why it is based on november 2022 pricing. why couldn't they do it more recently? jonathan: what the new ceo of ftx and advisors have said is it is a requirement of the bankruptcy law and how chapter 11 works. we have seen similar pricing done in other crypto bankruptcies, not just ftx. the theory behind it is you are locking in a price at the time of bankruptcy. it is a problem if you have a volatile asset that goes up substantially in value. that is what we have seen with bitcoins and other tokens since the bankruptcy. it is bankruptcy. it's not just
first of all, jonathan, it is amazing that the victims of this giant bankruptcy are being paid back. i remember talking to a head for lunch a head-hedge fund manager that now looks very smart. >> he does. there are a lot of investors and even retail customers that bought up claims pretty soon after ftx filed bankruptcy i don't -- in november 2020 two. it was trading around $.10 on the dollar. you were saying $.20 on the dollar. now the expectation is most customers will get 118% back...
0
0.0
May 15, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: good morning. within striking distance of all-time highs worldwide here in the united states equity futures just about positive on the nasdaq 100 just about negative by 0.02%. going into two big prints. cpi and retail sales. getting to the bond market i want to talk about where we were the last time we did this. the two year on april 10 opened up 474 and closed at 4.97, a higher by more than 20 basis points. following a hot cpi print we had a few of them. lisa: i think about how far we've come back down given we are ready 10 year yield around the same level as it was before we got the last cpi print so we've gone full in that time. the way the market is prepared is for a rally they are looking for some sort of positive downside surprise. 49% of investors expect a market reaction to cpi to be positive which speaks to the idea of everyone is looking for a reason to buy rates. jonathan: based on the price action we've seen we've rallied into this move in the equity market and in the bond market as wel
jonathan: good morning. within striking distance of all-time highs worldwide here in the united states equity futures just about positive on the nasdaq 100 just about negative by 0.02%. going into two big prints. cpi and retail sales. getting to the bond market i want to talk about where we were the last time we did this. the two year on april 10 opened up 474 and closed at 4.97, a higher by more than 20 basis points. following a hot cpi print we had a few of them. lisa: i think about how far...
0
0.0
May 14, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan is over in paris. i'm more interested in where the money is going in terms of why this spending has been going on in such a robust way. how much are you following the money? the fiscal expenditures that are going to companies and still have yet to be spent, particularly in the chick sector, and some of the industrial complex? >> we've been improving above 4%. there is not much precedent for this but right or wrong, we want to follow the money. we are seeing a manufacturing renaissance taking place in the united states, industrial production booming in the u.s. midwest, so we are looking to capitalize on matt by investing in areas like mid-cap stocks which have large overweight and industrials companies that are directly involved in this manufacturing boom that is being helped by onshore initiatives as well with supply chains coming back from china and other parts of the world. that is really the sweet spot and we are not overpaying for it. they are on sale to the most significant level since the late 9
jonathan is over in paris. i'm more interested in where the money is going in terms of why this spending has been going on in such a robust way. how much are you following the money? the fiscal expenditures that are going to companies and still have yet to be spent, particularly in the chick sector, and some of the industrial complex? >> we've been improving above 4%. there is not much precedent for this but right or wrong, we want to follow the money. we are seeing a manufacturing...
0
0.0
May 14, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
tom: bank of america's brian moynihan speaking to jonathan ferro. plenty more coming up. this is bloomberg. ♪ >> ok, chatgpt. i'm sharing the plot, can you give me a brief one sentence over you of what you see? >> smooth average minimum and maximum temperatures throughout 2018 with a notable agitation marking a big rainfall event in late september. >> fantastic, i have another question. which months to see the hottest temperatures in which temperatures do these correspond to? >> the hottest temperatures occur around july and august. the maximum temperature during these months is roughly between 25 degrees and 30 degrees. 77 degrees fahrenheit to 86 degrees fahrenheit. tom: that was a demo of openai launching a faster and cheaper version of the ai model of that underpins its chatbot chatgpt. this is a model that includes and responds more quickly to text audio and visual inputs as well. pretty significant move coming through from openai. they are facing more competition from covid based in the u.s. and canada but also llama of meta and google deep mine. another interesti
tom: bank of america's brian moynihan speaking to jonathan ferro. plenty more coming up. this is bloomberg. ♪ >> ok, chatgpt. i'm sharing the plot, can you give me a brief one sentence over you of what you see? >> smooth average minimum and maximum temperatures throughout 2018 with a notable agitation marking a big rainfall event in late september. >> fantastic, i have another question. which months to see the hottest temperatures in which temperatures do these correspond...
0
0.0
May 13, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: can we touch on m&a? we talked about this a few months ago, and you talked about the reality for some companies that can't make deals because they don't know if they'll close. do you sense there is some momentum in the business now going into november, or is there a sense that people are just going to wait to see how this washes out? >> the activity is very high. a lot of conversations, deals being signed up. the concern still applies of whether deals would appear to any other in the past, gone through without challenge and delay. to stay with a deal for a year-plus takes a lot of inten fortitude. a lot of things can happen in the company. people can lose enthusiasm for the deal. all things can go on. people have to say can die that. large companies can hang on longer, because they have more resiliency. but a company might be 30%, 40%, they have to be very careful, and they're cautious. they want to do it, but the question is can we get it done. that's one of the things we say. clarify the rules and let p
jonathan: can we touch on m&a? we talked about this a few months ago, and you talked about the reality for some companies that can't make deals because they don't know if they'll close. do you sense there is some momentum in the business now going into november, or is there a sense that people are just going to wait to see how this washes out? >> the activity is very high. a lot of conversations, deals being signed up. the concern still applies of whether deals would appear to any...
0
0.0
May 13, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan:? are those opportunities in europe or elsewhere david: we made an acquisition in europe we are going to look. we have a strategy around our asset wealth management business. we have been executing on it. we have been clear we have room to grow and we think we can grow this business high single digits and improve the margins. we have room to run so we will continue on the execution path. jonathan: you been acquiring talent. mr. kaplan is making a comeback. what will he be doing? david: rob had a long and very important career and goldman sachs, ran the investment banking business for a significant period of time. rob was looking to come back into the business. we decided he should come home to goldman sachs. we are thrilled he is spending time with our clients, has deep client relationships. he has always been a leader, mentor to people he believes in deeply. another senior leader who can spend time with all of us in the culture of goldman sachs. we have 4000 people in dallas, texas now
jonathan:? are those opportunities in europe or elsewhere david: we made an acquisition in europe we are going to look. we have a strategy around our asset wealth management business. we have been executing on it. we have been clear we have room to grow and we think we can grow this business high single digits and improve the margins. we have room to run so we will continue on the execution path. jonathan: you been acquiring talent. mr. kaplan is making a comeback. what will he be doing? david:...
0
0.0
May 13, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
and david solomon with jonathan ferro coming up from paris. a question about how some of these executives deal with some of the crosswinds we have seen get more significantly fraught. what we are seeing in markets is the longest streak of gains on the s&p back to early february. right now we are starting to continue it. up .1% on the s&p. some people were saying this is the beginning of a correction. a little bit of dollar strength all over the place with a bit of yen strength overnight given the fact that japanese authorities did not buy back as many bonds as many people were expecting. a downward trajectory for 10 year yields. only lower 13 or 14 basis points where they work at the end of april. interesting trajectory given how much people have pushed back rate hike expectations. crude higher but lower last week. coming up, and important week given the fact we are looking at what happens on wednesday with a pair of data releases. retail sales as well as consumer cpi, which together will give you a sense of whether this is stagflation, whethe
and david solomon with jonathan ferro coming up from paris. a question about how some of these executives deal with some of the crosswinds we have seen get more significantly fraught. what we are seeing in markets is the longest streak of gains on the s&p back to early february. right now we are starting to continue it. up .1% on the s&p. some people were saying this is the beginning of a correction. a little bit of dollar strength all over the place with a bit of yen strength overnight...
0
0.0
May 10, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: either direction. what little data would it take to reintroduce a summary rate cut, much more to reintroduce the conversation about hikes, after powell tried to bury them last week in the news conference? jim: we went from asking if he was going to hike rates to a summer cut because we had a missing payrolls -- missing payrolls. if cpi were to miss or beat, it could change the narrative in the next couple weeks. right now we are in that weight mode. when fed officials come out now, the next meeting, june 12, is baked into the cake. we know there is more data after that. jonathan: you will hear from some retailers, walmart. tsmc posted a 60% jump on sales on the backup seemingly never-ending demand for semiconductors. it follows a 34% sales increase in march, helping the stock to an all-time high last month. this sets us up for nvidia, the last big one to report. dani: remember arm yesterday? they are giving a worse forecast, which means the ai demand will peter out. morgan stanley had $300 billion as t
jonathan: either direction. what little data would it take to reintroduce a summary rate cut, much more to reintroduce the conversation about hikes, after powell tried to bury them last week in the news conference? jim: we went from asking if he was going to hike rates to a summer cut because we had a missing payrolls -- missing payrolls. if cpi were to miss or beat, it could change the narrative in the next couple weeks. right now we are in that weight mode. when fed officials come out now,...
0
0.0
May 9, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: thank you. i want to bring up david malpass, the former world bank president. he will speak to anne-marie in about 35 minutes time. january 1, the suspension of the debt limit will be extended. tax rates will rise at the end of 25 and was congress and the president can agree to extend the expiring divisions. 2025 is difficult to get your hands around. if the former president gets a second term, you were staring down massive tariffs. dani: there is also the idea that it stymies the flows of immigrants. immigration has been such a big topic and why the economy looks as strong as it does and why the labor market is healthy and why inflation is low. what happens when that's not the case anymore? jonathan: that conversation is just around the corner. here is the line of you -- -- here's the lineup for you. the bank of england decision is about four minutes away. the equity market in the s&p 500 is negative by 0.2%. the second hour of bloomberg surveillance is up next. ♪ and they're all coming? thos
jonathan: thank you. i want to bring up david malpass, the former world bank president. he will speak to anne-marie in about 35 minutes time. january 1, the suspension of the debt limit will be extended. tax rates will rise at the end of 25 and was congress and the president can agree to extend the expiring divisions. 2025 is difficult to get your hands around. if the former president gets a second term, you were staring down massive tariffs. dani: there is also the idea that it stymies the...
0
0.0
May 8, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: the u.s. pausing a shaman of arms to israel about rising concerns about its planned military offensive in rafah. u.s. officials saying a final decision has not been made. israel also reopening a peak crossing in the gaza strip for a deliveries following pressure from the white house. terry haines joins us for more. there is a long history of this going back several decades. how big is the signal? terry: is a series of signals and they are somewhat inconsistent and somewhat confusing. you have stand shoulder by shoulder on one hand and on the other hand wanting to nitpick operational plans on the ground as well as humanitarian plans on the ground. nary a word and all of that about what the white house is doing about the artificial harbor it was building or what it has been bringing into gaza itself. there are a lot of different signals. this is characterize the administration from day one in the middle east since last fall, and also others of its major foreign policy initiatives whether afghani
jonathan: the u.s. pausing a shaman of arms to israel about rising concerns about its planned military offensive in rafah. u.s. officials saying a final decision has not been made. israel also reopening a peak crossing in the gaza strip for a deliveries following pressure from the white house. terry haines joins us for more. there is a long history of this going back several decades. how big is the signal? terry: is a series of signals and they are somewhat inconsistent and somewhat confusing....
0
0.0
May 7, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
the late rabbi jonathan sacks described anti-semitism as a virus that survived and mutated over time. together we cannot continue to let that happen. we have to remember, our basic principles as a nation. have an obligation. we have an obligation to learn the lessons of history, so we don't surrender our future to the horrors of the past. we must give hate no safe harbor against anyone. anyone. our very founding, jewish americans represent only about 2% of the u.s. population. from that experience, we know
the late rabbi jonathan sacks described anti-semitism as a virus that survived and mutated over time. together we cannot continue to let that happen. we have to remember, our basic principles as a nation. have an obligation. we have an obligation to learn the lessons of history, so we don't surrender our future to the horrors of the past. we must give hate no safe harbor against anyone. anyone. our very founding, jewish americans represent only about 2% of the u.s. population. from that...
0
0.0
May 7, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: don't know. lisa: one of the reasons why we've heard there has been some questions around these negotiations is because hamas cannot deliver 33 hostages that meet the criteria israel is asking for, life. and that is also the undercurrent here when there is not a clear list or understanding of who is still alive and who is not. jonathan: without a doubt and well-said. apple has been reportedly developing its own ship to run ai tools and data centers. the wall street journal according to the effort to build on the previous attempts to make in-house chips. this coming as apple is set to unveil its latest ipad line up a little bit later this morning and then build on that going into. we all want a sneak peek of what this iphone might look like in september. lisa: and it is not necessarily the look as much as what it will hold in terms of what kind of partial -- artificial intelligence ticket offer. there have been a number of reports about apple creating its own chips. i want to see what technologies
jonathan: don't know. lisa: one of the reasons why we've heard there has been some questions around these negotiations is because hamas cannot deliver 33 hostages that meet the criteria israel is asking for, life. and that is also the undercurrent here when there is not a clear list or understanding of who is still alive and who is not. jonathan: without a doubt and well-said. apple has been reportedly developing its own ship to run ai tools and data centers. the wall street journal according...
0
0.0
May 6, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: they are. up next, the case against data dependency. >> volatility, which we are continuing to see risks breaking something else. jonathan: you keep bringing up this lavender latte. lisa: i think i mentioned it last week. jonathan: do you want to try one? lisa: no, not really. jonathan: this is bloomberg. ♪ jonathan: informed by the team that the latte coffee with lavender tastes like soap. lisa: we are not in the view of putting views out there that you need to listen to. jonathan: i'm not saying anybody should follow those recommendations. lisa: some people like lavender. jonathan: that is why the stock is down 16%. equity futures up by one third of 1%. yields are lower by a couple basis points. under surveillance this morning, the case against data dependency. >> there is volatility in the infrastructure. it is causing havoc. this volatility, which we are continuing to see risks breaking something else. jonathan: treasuries surging. goldberg writing, this year has been highly frustrating f
jonathan: they are. up next, the case against data dependency. >> volatility, which we are continuing to see risks breaking something else. jonathan: you keep bringing up this lavender latte. lisa: i think i mentioned it last week. jonathan: do you want to try one? lisa: no, not really. jonathan: this is bloomberg. ♪ jonathan: informed by the team that the latte coffee with lavender tastes like soap. lisa: we are not in the view of putting views out there that you need to listen to....
0
0.0
May 5, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
visit sandals.com or call 1-800-sandals jonathan: today we are in conversation with the authors of "permacrisis: a plan to fix a fractured world." joining us is gordon brown. he is currently the united nations special
visit sandals.com or call 1-800-sandals jonathan: today we are in conversation with the authors of "permacrisis: a plan to fix a fractured world." joining us is gordon brown. he is currently the united nations special
0
0.0
May 4, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
. ♪ jonathan: today, we are in conversation with the authors of "permacrisis: a plan to fix a fractured wor
. ♪ jonathan: today, we are in conversation with the authors of "permacrisis: a plan to fix a fractured wor
0
0.0
May 3, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: but? lisa: there is this question of elon musk kowtowing to xi jinping and getting some concessions from him. is there filling in china they want to lure international businesses so they cannot make it absolutely inhospitable? how much of they getting a nod from beijing they're not going to go further? i'm not saying that is the truth, i'm just postulating that could be behind it. jonathan: just thinking out loud. apple is up by 6% in the premarket. payroll report in about two hours. the median estimate in our survey, 240,000. goldman sachs the most bullish looking for 275. elsewhere, traders pulling expectations after the press conference was less hawkish than feared. this two day rally since january. theirry wizman saying come as happen after march 20, we expected the fed speech and appearances coming up would be more hawkish and help bond yields up, not down. are you saying maybe chairman powell -- >> that is what i am saying. march 20, he got smacked in the face and a few weeks subsequ
jonathan: but? lisa: there is this question of elon musk kowtowing to xi jinping and getting some concessions from him. is there filling in china they want to lure international businesses so they cannot make it absolutely inhospitable? how much of they getting a nod from beijing they're not going to go further? i'm not saying that is the truth, i'm just postulating that could be behind it. jonathan: just thinking out loud. apple is up by 6% in the premarket. payroll report in about two hours....
0
0.0
May 2, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: nope. i could make up a nice little story about people going short after listening to him speak, but that would be bs. [laughter] i have no idea. lisa: i'm so glad, i was looking for a reason and i couldn't find one either. maybe it was the bank of japan stepping in? jonathan: i will tell you the inconsistency, it's this year in the bond market. if that had faded as well, ok, something is happening. but yields being lower in the session, they are lower again this morning. lisa: strange on every level. annmarie: what we heard yesterday was that the bigger risk was to the long end of the yield curve. lisa: it's not too stocks. stocks are where they were before the press conference. the tail risk was where it was before the hike. it was taken off the table. bonds, if they are potentially more easy than people thought, what does it mean for long-term inflation? jonathan: alan ruskin, you can make that five now. lisa: the most since the last fed meeting, that's what people were looking at and it
jonathan: nope. i could make up a nice little story about people going short after listening to him speak, but that would be bs. [laughter] i have no idea. lisa: i'm so glad, i was looking for a reason and i couldn't find one either. maybe it was the bank of japan stepping in? jonathan: i will tell you the inconsistency, it's this year in the bond market. if that had faded as well, ok, something is happening. but yields being lower in the session, they are lower again this morning. lisa:...
0
0.0
May 1, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: jonathan pingle is going to be sticking with us. the u.s. treasury refunding announcement. mike mckee is going to break that down for you. and we will catch up with ira jersey, looking ahead to that fed decision later on this afternoon. equities or lower. from new york, this is bloomberg. ♪ it's an amazing thing when you show generosity of spirit to someone. and you want people to be saved and to have a better life, then you don't stop. the idea that we have saved five million people's lives, it's overwhelming. it's everything. jonathan: just moments ago we had the adp report that came in at 192,000. the estimate was 183,000. looking at things elsewhere, equity futures still -5.4%. on the nasdaq, down by .6%. the bond market, where the fireworks might be over the next few days, the 2-year is down by a couple of basis points. we are down a single basis point on a 10 year. the so-called treasury refunding announcement has just dropped. like mckee is in washington to break that down. mike: good morning. the earnings sizes are unchanged, but w
jonathan: jonathan pingle is going to be sticking with us. the u.s. treasury refunding announcement. mike mckee is going to break that down for you. and we will catch up with ira jersey, looking ahead to that fed decision later on this afternoon. equities or lower. from new york, this is bloomberg. ♪ it's an amazing thing when you show generosity of spirit to someone. and you want people to be saved and to have a better life, then you don't stop. the idea that we have saved five million...
0
0.0
Apr 30, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: chef marco. lisa: we have different recipes coming together and some people are talking about the recipe this week for risk outside of the fed meeting. we had a litany of people opening the show saying that the fed was less relevant, even if someone pops the incredible question. it is about earnings and some of the employment data we get. could that be more of a risk in a significant way? or ultimately this comes down to rates and people aren't admitting it? julian: if you look at the day to day, there is no doubt earnings have had a day-to-day affect. ups and downs. frankly, the greater correlation has been what positioning looks like. the stocks with massive amounts of shorts have seen better reactions. we have seen gaps in some of the major names. stocks where there are not shorts in places like industrials, trucking in particular, where there is the potential that their message is going to be that the economy will slow later into the year or next year, you have seen poor reactions. when you t
jonathan: chef marco. lisa: we have different recipes coming together and some people are talking about the recipe this week for risk outside of the fed meeting. we had a litany of people opening the show saying that the fed was less relevant, even if someone pops the incredible question. it is about earnings and some of the employment data we get. could that be more of a risk in a significant way? or ultimately this comes down to rates and people aren't admitting it? julian: if you look at the...
0
0.0
Apr 29, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: take me to wednesday. let's push the data through wednesday moved talking about how confident chairman powell has been the last four months. he has clearly lost some confidence. how much confidence should he take by the story you are telling in the labor market? >> i think he believes it deep down but i don't think he can rely on all the data. he was one of the last speakers to say we've kind of lost confidence in by march, we are not feeling great about the data. you will start to see the inflation data start to soften in the next couple of months and there might be some restoration of the confidence. he will not be able to communicate that. sarah: isn't it better for him that there is growth that's coming through this that he's not in a position where the inflation is high and growth is slowing at the same time that the stagflation story is still around? it looks like we have good growth and we are handling the higher rates. that seems to be with the stock market is reflecting and with the economy is ref
jonathan: take me to wednesday. let's push the data through wednesday moved talking about how confident chairman powell has been the last four months. he has clearly lost some confidence. how much confidence should he take by the story you are telling in the labor market? >> i think he believes it deep down but i don't think he can rely on all the data. he was one of the last speakers to say we've kind of lost confidence in by march, we are not feeling great about the data. you will start...
0
0.0
Apr 26, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: yes sir. troy: concern for equities up until 2020 one and early 2022 was not the earnings power. it was multiples, right? we had a period of compression in 2022. we have re-expanded, so we are confident they will be earnings growth. the question is if you get the 10 year treasury yield up to 5.25%, will you see another round of compression? the risk for equities is less about earnings and more about valuations. the cap tech just continues to crush it on basically every angle. so i'm very synthetic to the argument now, given that the market cap constituency that multiples should be more permanently elevated, around that 20 number. we expect more volatility, but nothing as problematic as we saw in 2022. jonathan: we just spoke to alliancebernstein. these prices, these yields is your second chance. you had a chance in october. if you missed it, you get a second bite now. is he right? troy: i have never met a bond market participant that is not bullish on bonds, right? regardless of yield. obvious
jonathan: yes sir. troy: concern for equities up until 2020 one and early 2022 was not the earnings power. it was multiples, right? we had a period of compression in 2022. we have re-expanded, so we are confident they will be earnings growth. the question is if you get the 10 year treasury yield up to 5.25%, will you see another round of compression? the risk for equities is less about earnings and more about valuations. the cap tech just continues to crush it on basically every angle. so i'm...
0
0.0
Apr 25, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: ok. equity futures right now, down by 0.7 percent trade let's set up the next 10 minutes or so. we will talk about u.s. gdp and jobless claims. we will talk to blerina uruchi. lisa: we've been asking all morning, where is the bias right now in markets? is it to a weak print or a strong pin in terms of what that means -- strong print in terms of what that means for federal reserve. it feels like the fed is less willing to cut rates but they still want to. jonathan: can i say they want to? three pi -- cpi comes in soft and everyone says this is the beginning of it, let's start talking about rate cuts again. with that conviction around the story and to your point, it seems to change day-to-day, data point to data point, it doesn't matter one way or the other, it will change the conversation. lisa: which is why in five minutes, you need to stick with us to break it down. i think it is wise. everyone is so uncertain that they are willing to push the needle significantly. jonathan: the shock of
jonathan: ok. equity futures right now, down by 0.7 percent trade let's set up the next 10 minutes or so. we will talk about u.s. gdp and jobless claims. we will talk to blerina uruchi. lisa: we've been asking all morning, where is the bias right now in markets? is it to a weak print or a strong pin in terms of what that means -- strong print in terms of what that means for federal reserve. it feels like the fed is less willing to cut rates but they still want to. jonathan: can i say they want...
0
0.0
Apr 24, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: you are not alone. their two favorite sectors right now my talk about what's happening with tech or their favorite regions. it's the united states and japan . it's good to see you. katrina dudley from franklin templeton. the higher the session, 154.97. lisa: everyone is going to japan and every person who comes in is doing international travel and they say there's hope. at what point if you get a decreasing in -- yen does it become depressing for investors? jonathan: let's get to the bloomberg reef. shares of tesla surging in the premarket, accelerating the launch of less expensive cars in a bid to revive sagging demand. the news overshadowed with first-quarter earnings sales and margins lower and elon musk as he wants to start production of the cheaper models this year. jamie dimon is on the cautious side for a soft landing buddies optimistic on the state of the consumer. >> if we go into a recession, the consumer is in good shape but that doesn't mean you can fight off the effects of the inflation. ou
jonathan: you are not alone. their two favorite sectors right now my talk about what's happening with tech or their favorite regions. it's the united states and japan . it's good to see you. katrina dudley from franklin templeton. the higher the session, 154.97. lisa: everyone is going to japan and every person who comes in is doing international travel and they say there's hope. at what point if you get a decreasing in -- yen does it become depressing for investors? jonathan: let's get to the...
0
0.0
Apr 23, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: thank you. up next, the fed can still deliver. >> the fed is really determined, and that, to me, is the difference between really staying on hold or deciding that they want to take this plunge into the rate cut pool. jonathan: citi's andrew hollenhorst thinks they will. he things that are making the case for five cuts in 2024. that conversation up next. ♪ jonathan: stocks in the session highs positive by 0.3 percent on the s&p 500. equities just pushing a little bit higher. yields coming up nowhere on the 10 year. on sooner -- hundred surveillance this morning, the fed could still deliver. >> the fed is really determined, and that, to me, is the difference between staying on hold and deciding that they want to take this plunge into the rate cut pool. it would take a really big revision higher in their r-star estimates to get to a place where they really feel comparable staying on hold. i get hot on this question of do i think they should cut, or will they cut? again, it seems like really the b
jonathan: thank you. up next, the fed can still deliver. >> the fed is really determined, and that, to me, is the difference between really staying on hold or deciding that they want to take this plunge into the rate cut pool. jonathan: citi's andrew hollenhorst thinks they will. he things that are making the case for five cuts in 2024. that conversation up next. ♪ jonathan: stocks in the session highs positive by 0.3 percent on the s&p 500. equities just pushing a little bit...
0
0.0
Apr 22, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: i love this note from jonathan dollar. downgrading the big six, maintaining the overweight to the rest of tech. what is left of it? after you downgraded, what is left of it? lisa: and a lot of smaller companies that nobody has heard of and that can maybe catch a bit after not rallying. jonathan: they are catching a lot of ice this morning. up next on the program, it is tesla's tipping point. >> this a lot to look forward to in 2024 and tesla is currently between two major growth waves. we are making sure that next growth wave driven by next gen vehicle, self-driving projects is executed as well as possible. jonathan: that conversation up next. live from new york, this is bloomberg. ...whoa... you've got all kinds of bright ideas, that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms marketing. constant contact delivers all the tools you need to help your business grow. get started today at constantcontact.com constant contact. h
jonathan: i love this note from jonathan dollar. downgrading the big six, maintaining the overweight to the rest of tech. what is left of it? after you downgraded, what is left of it? lisa: and a lot of smaller companies that nobody has heard of and that can maybe catch a bit after not rallying. jonathan: they are catching a lot of ice this morning. up next on the program, it is tesla's tipping point. >> this a lot to look forward to in 2024 and tesla is currently between two major growth...
0
0.0
Apr 19, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: thank you. up next, israel retaliates. >> we are committed to is really security. to d escalating, to trying to bring this tension to a close. jonathan: that conversation is just around the corner. live from washington, this is bloomberg. ♪ ♪♪ the road to opportunity. is often the road overlooked. at enterprise mobility, we guide companies to unique solutions, from our team of mobility experts. because we believe the more ways we all have to move forward the further we all go. should i? normally i'd hold. but... taking the gains is smart here, right? feel more confident with stock ratings from j.p. morgan analysts in the chase app. when you've got a decision to make... the answer is j.p. morgan wealth management. jonathan: live from washington, good morning and welcome to the program. the imf world bank spring meeting is happening and equities aren't negative on the s&p 500. treasuries are still steady but lower by three basis points. even with some tension in the middle east, we've got cr
jonathan: thank you. up next, israel retaliates. >> we are committed to is really security. to d escalating, to trying to bring this tension to a close. jonathan: that conversation is just around the corner. live from washington, this is bloomberg. ♪ ♪♪ the road to opportunity. is often the road overlooked. at enterprise mobility, we guide companies to unique solutions, from our team of mobility experts. because we believe the more ways we all have to move forward the further we all...
0
0.0
Apr 19, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
haidi: that was rafael bostic and jonathan gray on rate policy, one of the key drivers. hawkish fed speak telling us fed is not likely to cut rates. chance that we see a hike if inflation continues to be present. that impacts growth stocks. tech under pressure. you are seeing tech leading the drop for equities. nikkei is down 2%. we are tracking the currency reaction to a strong dollar playing out in the yen. en versus the greenback, you are overbought but trading above 75, it really plays into the story of yield divergence, but between the fed and the boj, the question is what is the path ahead for the bank of japan? inflation figures play into that and we had cpi easing in march, but still above the central bank inflation target. let's get more with a sure economy editor brian fowler. what is your take away from the numbers earlier? brian: keyword is divergence, so in japan we had inflation slower than expected but we don't think it will derail hiking rates. next week the boj meets and policymakers are expected to stand pat and revise their forecasted cpi and introduce
haidi: that was rafael bostic and jonathan gray on rate policy, one of the key drivers. hawkish fed speak telling us fed is not likely to cut rates. chance that we see a hike if inflation continues to be present. that impacts growth stocks. tech under pressure. you are seeing tech leading the drop for equities. nikkei is down 2%. we are tracking the currency reaction to a strong dollar playing out in the yen. en versus the greenback, you are overbought but trading above 75, it really plays into...
0
0.0
Apr 18, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: u.s. is spending time complaining about policy in china but the rest of the world seems to be complaining about policy in the u.s. this week we hear those complaints on repeat. lisa: especially given the u.s. continues to grow and people say that is because you borrowed so much to fuel your fiscal spending. how much is there some sort of coalition of lead minded peers at a time when there is so much disagreement? the iran issue is tied to china. iran has been accelerating its output of world. who is insulting to? annmarie: china, 80%. this is what is the first training you speak to the administration and they said they have sanctions on iran. that is one thing. enforcing them is another story. jonathan: it is a conversation they will not entertain. i had that conversation this week. it did not go well. annmarie: they continue to say iran is isolated. it is hard to see iran isolated when they are exporting will to china, weapons to russia, and the foreign minister in the -- in new york. jon
jonathan: u.s. is spending time complaining about policy in china but the rest of the world seems to be complaining about policy in the u.s. this week we hear those complaints on repeat. lisa: especially given the u.s. continues to grow and people say that is because you borrowed so much to fuel your fiscal spending. how much is there some sort of coalition of lead minded peers at a time when there is so much disagreement? the iran issue is tied to china. iran has been accelerating its output...
0
0.0
Apr 17, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: thank you. i've seen the trailer for the new series, very cool, looking forward to that of it later. coming up next on the program, higher for longer. >> we will need greater confidence that inflation is moving. the recent data has not given us confidence, indicating it's likely to take longer than expected to achieve the confidence. jonathan: that conversation, up next. do you want to close out? should i? normally i'd hold. but... taking the gains is smart here, right? feel more confident with stock ratings from j.p. morgan analysts in the chase app. when you've got a decision to make... the answer is j.p. morgan wealth management. you know what's brilliant? boring. think about it. boring is the unsung catalyst for bold. what straps bold to a rocket and hurtles it into space? boring does. great job astro-persons. over. boring is the jumping off point for all the un-boring things we do. boring makes vacations happen, early retirements possible, and startups start up. because it's smart, dependab
jonathan: thank you. i've seen the trailer for the new series, very cool, looking forward to that of it later. coming up next on the program, higher for longer. >> we will need greater confidence that inflation is moving. the recent data has not given us confidence, indicating it's likely to take longer than expected to achieve the confidence. jonathan: that conversation, up next. do you want to close out? should i? normally i'd hold. but... taking the gains is smart here, right? feel...
0
0.0
Apr 17, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
haidi: david hunt there speaking with jonathan ferro. take a look at how we are seeing bonds reacting. we saw big moves across global bonds led by treasuries as sort of not new messaging when it comes to what we heard from fed chair jay powell but the reaffirmation of the fact interest rates in the u.s. could stay as long as they need to be, in his words. and we are seeing that catch up for australia and new zealand bonds. we are seeing the three year bond yield and austria climbing to the highest since december and reaction to the slowing of kiwi inflation to 4%, the weakest since mid 2021. there were still steep domestic price pressures weighing on markets. but certainly the yield curve in australia in particular shifting higher in the morning session. we have seen some yields in the u.s. sitting at the highest for the year, the two-year putting the 5% level in play in particular. coming up next, here why emergentx expects a long-term rally in crypto ahead of the bitcoin housing event. this is bloomberg. ♪ annabelle: taking a look at
haidi: david hunt there speaking with jonathan ferro. take a look at how we are seeing bonds reacting. we saw big moves across global bonds led by treasuries as sort of not new messaging when it comes to what we heard from fed chair jay powell but the reaffirmation of the fact interest rates in the u.s. could stay as long as they need to be, in his words. and we are seeing that catch up for australia and new zealand bonds. we are seeing the three year bond yield and austria climbing to the...
0
0.0
Apr 16, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: joining us, the man behind the call, mr. jonathan pringle. i think that is a must watch conversation. the prospect of doing the unthinkable. i think it was unthinkable at the start of the year, and maybe sort of not the consensus view but becoming more probable certainly. lisa: i want to know what kind of conversations he had with clients that read that and called him up. was in expletives or people saying you are totally right and i am on board but did not want to say it out loud? people site and will not happen, not a chance, we will just hold rates for a longer time. what happened to get there? jonathan: let's finish on how high the bar is. three high inflation prints to start the year we had and a member of the federal reserve just in an interview with michael mckee and set monetary policy is in a good place. that tells you it would take a lot more for the federal reserve to believe it was in a bad place. lisa: especially because high rates are affecting a lot of small business is disproportionately and that is a problem. jonathan: the op
jonathan: joining us, the man behind the call, mr. jonathan pringle. i think that is a must watch conversation. the prospect of doing the unthinkable. i think it was unthinkable at the start of the year, and maybe sort of not the consensus view but becoming more probable certainly. lisa: i want to know what kind of conversations he had with clients that read that and called him up. was in expletives or people saying you are totally right and i am on board but did not want to say it out loud?...
0
0.0
Apr 15, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan klein who used to run cnn, now runs hang media. and then on friday we are going to be joined by steve ratner to talk about electric vehicles which are very much in the news, particularly today given what is going on with tesla. >> tesla not having a great day. a lot to look forward to. this is bloomberg. this is bloomberg. o coming in.. big orders!s starting a business is never easy, but starting it eight months pregnant.. that's a different story. i couldn't slow down. we were starting a business from the ground up. people were showing up left and right. and so did our business needs. the chase ink card made it easy. when you go for something big like this, your kids see that. and they believe they can do the same. earn unlimited 1.5% cash back on every purchase with the chase ink business unlimited card from chase for business. make more of what's yours. ♪ katie: donald today becomes the first former u.s. president to face a criminal charge. the republican presidential hopeful is accused of falsifying business documents to cove
jonathan klein who used to run cnn, now runs hang media. and then on friday we are going to be joined by steve ratner to talk about electric vehicles which are very much in the news, particularly today given what is going on with tesla. >> tesla not having a great day. a lot to look forward to. this is bloomberg. this is bloomberg. o coming in.. big orders!s starting a business is never easy, but starting it eight months pregnant.. that's a different story. i couldn't slow down. we were...
0
0.0
Apr 15, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: good luck. pushing back. >> i think that the federal reserve is clearly expecting to be easing policy the second half of this year. i think it is a low probability that the next move is higher. jonathan: that debate, up next. this is bloomberg. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on demand? you're talking cloud business. got a few million hyper-connected customers? digital experience business. that was fast. that's where deloitte comes in. with the right combination of talent and technology to help advance and connect all that it takes to excel in business ... to the business i'm in. deloitte. jonathan: goldman sachs is doing better. across morgan stanley, looking for more of the same tomorrow morning. lisa: it is interesting that bank of america has yet to report earnings. it speaks to the dominance of the industry, but this is sort of the revival that people have been waiting for. the expectation i
jonathan: good luck. pushing back. >> i think that the federal reserve is clearly expecting to be easing policy the second half of this year. i think it is a low probability that the next move is higher. jonathan: that debate, up next. this is bloomberg. ♪ (upbeat music) there's more to business than the business you're in. if you use data, that's the privacy business. manufacturing on demand? you're talking cloud business. got a few million hyper-connected customers? digital experience...
0
0.0
Apr 15, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
annabelle: that was jonathan, director at the atlantic council. breaking news in the last couple of minutes, apple shipments to china getting an update from the first three months of the year. data coming through shows a drop of nearly 10%. this is global. global shipments falling nearly 10% in the first quarter. a lot of those going to china. we demand so far. data over the month of february is seeing a drop of 33%, but certainly it is the question of how apple can keep its market share when losing ground to rivals in china and android. we are seeing data coming through. seeing apple supplies under pressure. we are tracking the metals story. actually seeing some big gains at the open for trading of aluminum, nickel and copper at 1 a.m. local time in london. we've got new sanctions, deliveries produced after midnight on friday, the question is how long this will last removing one of the largest producers. on the flipside there is russian metal getting dumped. that is another story we are tracking as we monitor reaction to iran's strike on israel.
annabelle: that was jonathan, director at the atlantic council. breaking news in the last couple of minutes, apple shipments to china getting an update from the first three months of the year. data coming through shows a drop of nearly 10%. this is global. global shipments falling nearly 10% in the first quarter. a lot of those going to china. we demand so far. data over the month of february is seeing a drop of 33%, but certainly it is the question of how apple can keep its market share when...
0
0.0
Apr 12, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan is out. the stock market -- reprieve in the stock market was led by the tech stocks. 5235 on the s&p. if we talked about that at the end of last year, people would say you are crazy. how long can the magnificent seven really keep generating the gains at a time when it turns to the bond market? i would love you to weigh in as bond yields reach past a certain level. when does that threaten magnificent seven which was thought to be the most interest rate sensitive stocks? manus: you will have a litany of analysts talk about the strength of god's sheets -- strength of balance sheets. lisa: this is amazing. this is the issue, they are making bank with cash. manus: tech and ai are every evolving and the something we are going to drill into. lisa: is a complicated picture with diverging narratives. one thing that has thrown a wrench in the works is what is going on in the commodity space. is this going to extend the cycle or curtail it? it is not just oil. we were talking about the risks in the midd
jonathan is out. the stock market -- reprieve in the stock market was led by the tech stocks. 5235 on the s&p. if we talked about that at the end of last year, people would say you are crazy. how long can the magnificent seven really keep generating the gains at a time when it turns to the bond market? i would love you to weigh in as bond yields reach past a certain level. when does that threaten magnificent seven which was thought to be the most interest rate sensitive stocks? manus: you...
0
0.0
Apr 11, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: 1.0729. coming up next, we will catch up with katy kaminski, and, maryland governor wes moore. katy kaminski coming up in five minutes. short treasuries before and more reasons to be sure. lisa: she tried to go along for a hot second and said this is difficult. key question here, what is the next step? we heard people talking about 5% 10 year yields. is this people getting overdramatic because it seems like something everyone is doing? jonathan: don't you like, was people in fixed income appeared to be -- traders? where all of the headlines, the notes that people screaming buy with a tenure buyback of 450? lisa: what conviction can you have when people cannot agree on what the terminal rate is? jonathan: 450. lisa: are you trying to sell something. jonathan: where were you? where were do you at yesterday's option? lisa: i thought you were doing it. jonathan: i do the options. that is why i do not take calls, i'm busy in the afternoon doing bond auctions for treasury. lisa: i thought you would
jonathan: 1.0729. coming up next, we will catch up with katy kaminski, and, maryland governor wes moore. katy kaminski coming up in five minutes. short treasuries before and more reasons to be sure. lisa: she tried to go along for a hot second and said this is difficult. key question here, what is the next step? we heard people talking about 5% 10 year yields. is this people getting overdramatic because it seems like something everyone is doing? jonathan: don't you like, was people in fixed...
0
0.0
Apr 10, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: jonathan: i don't know about retiring. don't you want to deliver more million-dollar speeches? if i could deliver a one million-dollar speech, i'm not even hiding that. i am not sure what i would talk about. lisa: please reach out to john. italian football. [laughter] ♪ a safari? great question. like everything, it takes a little planning. or, put the money towards a down-payment... ...on a ranch ...in montana ...with horses let's take a look at those scenarios. j.p. morgan wealth management has advisors in chase branches and tools, like wealth plan to keep you on track. when you're planning for it all... the answer is j.p. morgan wealth management. how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. (jennifer) the reason why golo customers have such long term success is because we focus on real foods in the right balance you've got more options than y
jonathan: jonathan: i don't know about retiring. don't you want to deliver more million-dollar speeches? if i could deliver a one million-dollar speech, i'm not even hiding that. i am not sure what i would talk about. lisa: please reach out to john. italian football. [laughter] ♪ a safari? great question. like everything, it takes a little planning. or, put the money towards a down-payment... ...on a ranch ...in montana ...with horses let's take a look at those scenarios. j.p. morgan wealth...
0
0.0
Apr 9, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: u.s. policy and the weaponization of policy, mohamed 's thoughts on this and precious metals was interesting. when you go to the record high on gold and we started to ask what is behind it, he started talking about u.s. policy and diversifying away from the u.s. dollar denominated assets, and we said, why? is that about sanctions policy or about treasury supply? he thinks it is about sanctions policy. this is the d dollarization theme. lisa: or diversifying away from it more. that is why you saw the buying of gold tick up, led by china. that is why you have people front running, expecting additional purchases by foreign central banks of gold to continue diversifying as they go. that has been one of the suspicions behind the gold rally we have seen. jonathan: gold up by another 0.4%. let's get to the most read story on the terminal. two fed rate cuts this year, but former fed president bullard expecting more. he says, you should probably take the committee and chair at face value. their bes
jonathan: u.s. policy and the weaponization of policy, mohamed 's thoughts on this and precious metals was interesting. when you go to the record high on gold and we started to ask what is behind it, he started talking about u.s. policy and diversifying away from the u.s. dollar denominated assets, and we said, why? is that about sanctions policy or about treasury supply? he thinks it is about sanctions policy. this is the d dollarization theme. lisa: or diversifying away from it more. that is...
0
0.0
Apr 8, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: don't do that. up next on this program, israel is preparing for rafah. >> we have been increasingly frustrated. if they have to do more, they have to make changes. jonathan: that conversation is up next, live from new york city this morning. good morning. ♪ llucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. jonathan: just for the record, amh thought she brought -- bought the solar eclipse glasses, they are movie 3d glasses. [laughter] annmarie: they are not. get real. jonathan: equities right now, the s&p 500 are -0.1%. your 10 year, 4.4399. under surveillance this morning, israel preparing for rafah. >> we have been increasingly frustrated. that was a core message that the president told prime minister benjamin netanyahu. they have to make changes. the prime minister assured the president he would do that. we have seen some announcements in those early hours. we have t
jonathan: don't do that. up next on this program, israel is preparing for rafah. >> we have been increasingly frustrated. if they have to do more, they have to make changes. jonathan: that conversation is up next, live from new york city this morning. good morning. ♪ llucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. jonathan: just for the record, amh thought...
0
0.0
Apr 6, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: today, we are in conversation with the authors of "permacrisis: a plan to fix a fractured world." joining us is gordon brown. he is currently the united nations special envoy for global
jonathan: today, we are in conversation with the authors of "permacrisis: a plan to fix a fractured world." joining us is gordon brown. he is currently the united nations special envoy for global
0
0.0
Apr 5, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: both stories. lisa: jonathan: geopolitical epicenter. jonathan:we'll talk more about that in a moment. high risk, that conversation is up next. live from new york city, payrolls around the corner, [speaking another language] -- corner, this is bloomberg. ♪ do you want to close out? should i? normally i'd hold. but... taking the gains is smart here, right? feel more confident with stock ratings from j.p. morgan analysts in the chase app. when you've got a decision to make... the answer is j.p. morgan wealth management. her uncle's unhappy. i'm sensing an underlying issue. it's t-mobile. it started when we tried to get him under a new plan. but they they unexpectedly unraveled their “price lock” guarantee. which has made him, a bit... unruly. you called yourself the “un-carrier”. you sing about “price lock” on those commercials. “the price lock, the price lock...” so, if you could change the price, change the name! it's not a lock, i know a lock. so how can we undo the damage? we could all unsubscribe and switch to xfinit
jonathan: both stories. lisa: jonathan: geopolitical epicenter. jonathan:we'll talk more about that in a moment. high risk, that conversation is up next. live from new york city, payrolls around the corner, [speaking another language] -- corner, this is bloomberg. ♪ do you want to close out? should i? normally i'd hold. but... taking the gains is smart here, right? feel more confident with stock ratings from j.p. morgan analysts in the chase app. when you've got a decision to make... the...
0
0.0
Apr 4, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
opinion columnist dan foreman -- and former new york fed president bill dudley speaking exquisitely to jonathan ferro. a lot of geopolitical risk at the moment which solve the gold price climbing above $2300 per ounce yesterday. it has backed off from that level since then. 2289 at the moment. spot gold 14 week relative strength index is at the highest level in four years. it does signal maybe this rally is due for a breather soon. no breather for oil prices. new york crude continuing to rise. better by 4/10 of 1%. 8696 a barrel. brent crude yesterday easily broke through the night it out or a roll level settling at 9065. with that in mind, other geopolitical headlines we are tracking. israel is scrambling navigational signals over the tel aviv metropolitan area as the country prepares for a potential iranian attack. measures were taken to disrupt gps navigator drones and missiles i ran or proxies might fire on israel. tensions have soared between both sides following a missile strike which killed senior iranian what terry officials earlier this week -- iranian military officials earlier this w
opinion columnist dan foreman -- and former new york fed president bill dudley speaking exquisitely to jonathan ferro. a lot of geopolitical risk at the moment which solve the gold price climbing above $2300 per ounce yesterday. it has backed off from that level since then. 2289 at the moment. spot gold 14 week relative strength index is at the highest level in four years. it does signal maybe this rally is due for a breather soon. no breather for oil prices. new york crude continuing to rise....
0
0.0
Apr 4, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: don't rely on me to project the future. i'm trying to understand the problem they are trying to solve. what is it? ed: it is a hard solution to the same thing that chatbot offers as a companion, you can pose questions to ask. i use alexa in every room of the house, for things like requesting music, and i also add to a shopping list and other voice assistants available. lisa: what void is it feeling? what role is it feeling? is it trying to fold avoid of more than half of the revenue coming from the iphone and being really vulnerable to that? does this indicate how vulnerable they are with the lack of diversity with their products? ed: it is apple experimenting, and to answer, not knowing how we will interact with technology in the future. it is normal to use a voice assistant now. my fridge has wi-fi, and i can ask if i need to buy milk. why would a robot follow me around and make it easier? i don't know. jonathan: is that what you get from your fridge? ed: a plant-based milk, i live in california, yes. lisa: one of our vie
jonathan: don't rely on me to project the future. i'm trying to understand the problem they are trying to solve. what is it? ed: it is a hard solution to the same thing that chatbot offers as a companion, you can pose questions to ask. i use alexa in every room of the house, for things like requesting music, and i also add to a shopping list and other voice assistants available. lisa: what void is it feeling? what role is it feeling? is it trying to fold avoid of more than half of the revenue...
0
0.0
Apr 4, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
jonathan: it's ridiculous. lisa: i think it could be an active part of exercising. it could be an active exercise for the arm. jonathan: it's ridiculous. up next, treasury secretary janet yellen touching down in china. >> we have agreed that it's important to both of us that we don't want to decouple our economies. we want to continue where we both benefit from trade and investment but that it needs to be on a level playing field. jonathan: that conversation is next, live from new york, good morning. ♪ how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. should i? normally i'd hold. but... taking the gains is smart here, right? feel more confident with stock ratings from j.p. morgan analysts in the chase app. when you've got a decision to make... the answer is j.p. morgan wealth management. jonathan: live from new york, equity futures on the
jonathan: it's ridiculous. lisa: i think it could be an active part of exercising. it could be an active exercise for the arm. jonathan: it's ridiculous. up next, treasury secretary janet yellen touching down in china. >> we have agreed that it's important to both of us that we don't want to decouple our economies. we want to continue where we both benefit from trade and investment but that it needs to be on a level playing field. jonathan: that conversation is next, live from new york,...